Financial Planners

Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Thomas Goldberg

CFP®, MBA, AIF®

Wealth Manager

Biography

Tom came to Plancorp in 2001 with a wealth of experience in investment management, financial planning and education. His professional background includes work in the mergers and acquisitions business, where he assisted business owners in the buying and selling of small- to mid-size companies. Prior to that, Tom worked as a General Partner at Edward Jones and university professor.

Having earned his MBA from Washington University’s Olin School of Business, Tom feels it’s important to continue to give back to the community. He has sat on a number of non-profit boards and is currently a member of the New Conscience.

Outside of work, Tom enjoys relaxing with his family or riding his bike.

Community Involvement
  • Director, Belle Center, 2000 – 2003
  • Director, Churchill Center and School, 2006 – present; Vice President 2007 – 2008
  • Director, Thomas Jefferson School, 2006 – present; President 2009 – present; Treasurer 2007 – Present
Education
  • Trinity College, BA Economics, Hartford, CT
  • Washington University, MBA Finance, St. Louis, MO

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